See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $776,112 | $183,963+321.9% | $162,163+378.6% | $152,861+407.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.03% | 150.76%-119.7pp | 115.59%-84.6pp | 345.32%-314.3pp |
| Employer contribution / active EE | $8,058 | $6,371+26.5% | $5,614+43.5% | $4,762+69.2% |
| Participant deferral / active EE | $12,921 | $8,034+60.8% | $7,298+77.0% | $5,850+120.9% |
| Admin fee / account holder | $158,693 | $13,121+1109.4% | $10,843+1363.6% | $11,596+1268.5% |